How to Create a Funding Source Template (VIC)

How to Create a Funding Source Template (VIC)

Idea
Overview
In this tutorial, we will discuss how to create a funding source template (VIC).

Notes
Step Tutorial
1. From the Dashboard, go to Finance, then to Contracts, and then Funding Sources.



2. Click on the New button.



3. A pop-up will appear. Add a value to the following fields:
  1. Code – Enter the funding source code.
  2. Name – Enter the funding source name.
  3. Funding Source State – Select VIC from the dropdown.
  4. Funding Source National – Select the funding source national from the dropdown, if applicable.
  5. Description - Enter a description for your funding source.
Info
NOTE: Enable the Active toggle to make the funding source available.
Once done, click on the Save button.



4. You will be notified of the successful creation of the funding source. Click on the OK button to close.



5. You should see the recently added funding source in the list.

And that is how you can create a funding source template (VIC).

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.

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